Resources

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RPA Use Case: Automating CRM Reports

Text Reporting is a vital part of any business. Without data pulled from critical business systems, people can’t make informed decisions that help grow their business. RPA plays a key role in helping businesses retrieve time lost to pulling and parsing data. There...
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Getting Started with Website Automation

Set up a website automation task using Automate, robotic process automation (RPA) software from Fortra. Download a free trial of automation software and set up a web automation task today.
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How to Do CRM Automation

Use robotic process automation (RPA) to easily integrate your CRM system with your most critical business applications to streamline your business processes. Learn how with Automate.
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HelpSystems (now Fortra) Rebrands Automate BPA Server to Automate Plus

Fortra is excited to announce that Automate BPA Server, our powerful enterprise business process automation (BPA) software, is now Automate Plus. All the features you know and love in Automate BPA Server are still available but Automate Plus aims to provide a more robust set of automation tools.   ...
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Automatically Download a File from SharePoint in 3 Easy Steps

Microsoft SharePoint collaboration software is one of the more powerful tools for companies that need enterprise-scale solutions to mange content, administer business processes, and streamline how people find and share information across the network.
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Fortra Product Lifecycle Phases

Consult this guide to product lifecycle phases in order to understand how your software developed and supported.
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Code-Free Database Automation

Watch the recorded webinar to learn how to automate tedious database interaction tasks like data entry, reading incoming data files, and more.
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Automate 7 Task Builder in Depth

Automate 7 Task Builder now supports multiple tasks within one Task Builder instance. While this has the obvious benefit of increasing the ease of use of editing and creating multiple tasks in one place we've taken it a step further and implemented a feature that many have asked for: